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Private Banking Market Update December 2020 & January 2021

Delta has summarised the following changes at Tier 1 Private Banks throughout December 2020 and January 2021

Barclays

  • Salman HAIDER, Managing Director, Region Head, Global Growth Markets, UHNW CEE, Middle East, Africa & Asia Coverage, London, has left to join Habib Bank as CEO, Global Wealth Management, Dubai

BNP Paribas

  • Michael YONG-HARON, Standard Chartered, Executive Officer, Managing Director & Market Head, Hong Kong, has joined as Head of Wealth Management North Asia & CEO Wealth Management Hong Kong, Hong Kong
  • Arjan VAN RIJN, Credit Suisse, Director, Netherlands Wealth Management, Amsterdam, has joined as Head of Key Clients Netherlands, Amsterdam
  • Giovanni VOLPE, UniCredit, Corporate Coverage, Corporate & Investment Banking, Milan, has joined as Managing Director, Wealth Management, Milan
  • Samy HEDDAD, Credit Suisse, Director, Senior Relationship Manager, Luxembourg, has joined as Senior Private Baker, Key Clients, Luxembourg

Brown Shipley

  • Sam FEARON, HSBC, Director, North West England and North Wales, Liverpool, has joined as a Client Advisor, Manchester. Mr Fearon will report to Jon SHERLOCK, Client Director, Manchester

Credit Suisse

  • Sergey REYNOV, Sberbank, Director, Head of Trading, Global Markets, Zurich, has joined Director, Advisory and Sales, UHNW International Wealth Management, Zurich
  • Nancy SEBAALI, Indosuez Wealth Management, Executive Director, Head of Arab Team, Dubai, has joined as Senior Team Leader, Middle East, Dubai
  • Thierry LOBJOIS, Societe Generale, Deputy Head of UHNW Clients, Luxembourg, has joined as Director, Senior Manager, Paris
  • Alexei DANKEVICH, Israel Discount Bank, International Private Banking Investment Advisor, Tel Aviv, has joined as Investment Consultant, Tel Aviv
  • Michael FRIIS, ODDO BHF, Relationship Manager, Zurich, has joined as Senior Vice President, Senior Relationship Manager, Nordics, Zurich
  • Omer Antonio ABDO, Decisive, Associate, London, has joined as Assistant Vice President, International Wealth Management, Geneva

DBS Bank

  • Amit KACHAWAHA, Emirates NBD, Director, U/HNW, Europe, Africa and South Asia, London, has joined as Senior Vice President, London

Edmond de Rothschild

  • Sharon XIE, UBS, Executive Director, Market Leader China, UHNW China, APAC CH, Zurich, has joined as Head of Asia, Zurich. Ms Xie has replaced Jing ZHANG BROGLE, who has left to Quintet Private Bank, Luxembourg

EFG

  • EFG International announces the enhancement of its presence in Cyprus. A new subsidiary investment firm of EFG Private Bank (UK) Limited based in Nicosia, and a new Representative Office of EFG Private Bank (UK) Limited based in Limassol, are expected to be fully operational by early February
  • Thomas ZBINDEN, LGT, Head Portfolio Advisory Expert Mandates, Vaduz, has joined as Head of Investment Advisory Zurich, Zurich

Goldman Sachs

  • John MALLORY, Partner, New York, and Meena LAKDAWALA-FLYNN, Global Head of Markets Solutions Group, New York, have been named as Co-Heads of Global Private Wealth Management, New York

HSBC

  • Willem SELS, Chief Market Strategist, Private Banking, London, has been appointed as Global CIO, London. He takes over from Stuart PARKINSON, who has moved to Lombard International as Group CEO, London
  • Aisha HELMY, Relationship Manager, Abu Dhabi, has left to join Global Gate Capital as Senior Relationship Manager, Dubai
  • Valeriya LISITSYNA, Julius Baer, Private Banker, Hong Kong, has joined as Relationship Manager, International Desk, Hong Kong

JP Morgan

  • Maria MAVRIDOGLOU, Vice President, UHNW Banker, Swiss Onshore Market, Zurich, has left to join Decisive as Partner, Private & Institutional Coverage, Zurich
  • Bailey WONG, DBS Bank, Assistant Relationship Manager, Hong Kong, has joined the platform in Hong Kong

J Safra Sarasin

  • Andrey BOYKOV, Director, Relationship Manager, Russia & CIS Coverage, London, has left
  • Anna BADURA-RADZIKOWSKI, Director, Senior Client Advisor, Zurich, has left to join BIL as Vice President, Senior Relationship Manager, Zurich
  • Dmitrii TROFIMOV, Julius Baer, Director, Relationship Manager, Geneva, has joined in an equivalent position, Geneva

Julius Baer

  • Philipp FRISCHKNECHT, Credit Suisse, Head Latin America International Private Clients, Zurich, has joined as Team Head for the Hispanic American market, Zurich. Additionally, Rodolfo LIZARRAGA DELGADO, BBVA, Team Head Peru, Zurich, Alejandro MORENO BASOLS, Credit Suisse, Director, Relationship Manager, Zurich, Ricardo AMORIN, Credit Suisse, Vice President, Relationship Manager, LATAM Coverage, Zurich, Juergen RITZ, Credit Suisse, Vice President, Relationship Manager, Mexico LATAM Coverage, Zurich, and Horacio RUIZ MORENO, Credit Suisse, Private Banker, Zurich, have joined Julius Baer's Zurich office. The new team will cover Chile, Argentina, Peru, and Colombia, and report to Sub-Region Head Andrea CUOMO

LGT

  • Roland MATT, LLB, CEO, Vaduz, has been appointed as CEO, Vaduz. Mr Matt replaces Roland SCHUBERT, who joins the entity's board
  • Udi DAHAN, UBS, Managing Director, Lead Market Head Israel, Zurich, has joined as Managing Director, Head of Israel, Zurich
  • Guy YUPITER, UBS, Senior Investment Advisor, Israel U/HNW, Zurich, has joined as Director, Private Banker, Zurich

Liechtensteinische Landesbank

  • Ralitza SERBEZOVA, Schoellerbank, Deputy Director, CEE & CIS Private Banking, Vienna, has joined as a Director, Vienna
  • Marija SARENAC, Julius Baer, Director, Relationship Manager, Zurich, has joined as Senior Relationship Manager, Zurich

Morgan Stanley

  • Justin MONAHAN, UBS, Senior Vice President, Boston, has joined as Senior Vice President, Financial Advisor, Boston

Nomura

  • Umesh PANDEY, BNP Paribas, Director, Singapore, has joined as Executive Director, Singapore

Pictet

  • Dominique JOORIS, CEO, Singapore, has left. Pictet is appointing Sharon CHOU, Deputy CEO of PWM Asia and CEO Hong Kong, to replace Mr Jooris

RBC

  • Xygent CHAN, Bank of Singapore, Senior Relationship Manager, Greater China, Hong Kong, has joined as Executive Director, Team Head, Greater China, Hong Kong

Standard Chartered

  • Suresh NAIR, Bank of Singapore, Senior Relationship Manager, Singapore, Malaysia and International teams, Singapore, has joined as a Senior Client Partner, Singapore

UBP

  • Eva Kathrin GENOVESE-DELWING, has been appointed as CEO, U/HNW US Clients, Zurich. Ms Genovese-Delwing will replace Deepak SONI
  • Hartmut VOLLMER, Senior Managing Director, Market Head Eastern Europe, Zurich, has joined as Head of Wealth Management Growth Markets (China, Eastern Europe and the Middle East), Member of the Executive Board, Zurich
  • Franco TIROTTA, Relationship Manager, has been appointed Lugano Branch Site Manager, Head of Italian Market, Lugano. Mr Tirotta is succeeding Luca PRENCIPE, who has set to leave
  • Andres CASTRO, Edmond de Rothschild, Head of LATAM, Lugano, has joined as Managing Director Head of LATAM, Lugano
  • Natalia GURYANOVA, Junior Relationship Manager, Zurich, has left to join BIL as Vice President, Zurich

UBS

  • Reto WANGLER, COO, Zurich, is leaving for a year-long sabbatical. Mr Wangler will be replaced by Wiwi GUTMANNSBAUER, and Kate NEWCOMB
  • Tarek EIDO, HSBC, Managing Director, Head of Qatar Wealth Management, Doha, has been announced to be the Head of Wealth Management Qatar, Doha
  • Desh SHARMA, Credit Suisse, Head of UHNWI Africa & NRI, Strategic Client Partner, Middle East, Turkey, AFRICA & NRI, Dubai, has joined as Managing Director, Head-Corporate & Institutional Clients, Global Family Office, Dubai
  • Andre TOMASINI, Managing Director, Head WM Russia/CIS & Israel, Zurich, has left to join Taurus Wealth as CEO, Zurich
  • Doris NEYRA, Wells Fargo, Managing Director, Wealth Advisor, Miami, has joined as Managing Director, Miami
  • Steve MAY, JP Morgan, Managing Director, Atlanta, has joined as Managing Director, Atlanta
  • Sanjeev KARKHANIS, Group Managing Director, Senior Global Advisor UHNW APAC, Hong Kong/Zurich, has left to join SEBA Bank as a Board Member and Chair of Audit and Risk Committees, Zurich
  • Sébastien ROQUES, Berenberg, Director, Wealth & Asset Management, Hamburg, has joined as an Executive Director, Hamburg
  • Louis GREEN, PNC, Senior Wealth Advisor, New York, has joined as Senior Vice President, Financial Advisor, New York
  • Paula ALCANTARA, JP Morgan, Private Banker, Miami, has joined as Senior Vice President, Miami
  • Peter D. LAIRD JR., Merrill Lynch, Senior Vice President, Boston, has joined in an equivalent position, Boston
  • Roger BROENNIMANN, Client Advisor, Murten, has left to join Valiant Bank as Head of Asset Advisory Clients Region Seeland/Sense, Murthen
  • Yaad LEV, Director, Relationship Manager, Tel Aviv, has left

Miscellaneous

  • Martin Keller, Falcon Private Bank, CEO, Zurich, has been appointed as CEO at IHAG Privatbank, Zurich. He succeeds Daniel LIPP, who has left the bank
  • Christoph MAUCHLE, VP Bank, Member Group Executive Management, Head Client Business, Vaduz, has joined IHAG Privatbank as Vice Chairman, Board of Directors, Zurich
  • Marianne MUELLER, SWA Swiss Auditors, Director, Zurich, has joined IHAG Privatbank as Member of the Board of Directors, Zurich
  • Nadia BARGETZI, Quilvest, Head of Private Banking & Member of the Executive Board, Zurich, has left to join Decisive as Senior Partner, Head Zurich Branch, EXCO Member, Zurich
  • Andrea DARDI, One Swiss Bank, Private Banker, Ticino, has left

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